Anic Equity¶
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Total return since start: 0.664 %¶
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Equity now: -----------------------------> 50817.75 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43436.08 Kr¶
PnL: ---------------------------------------> -266.51 Kr¶
DD now: ---------------------------------> -4.335 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 15:08:40.133221'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Orrön Energy | 170 | -1.820000 | 2068.900000 | 28.050000 | 1.370000 | 2040.850000 |
| Hexagon B | 26 | -0.410000 | 3438.500000 | 27.300000 | 0.800000 | 3411.200000 |
| Hexatronic Group | 15 | 3.910000 | 1092.000000 | 24.300000 | 2.280000 | 1067.700000 |
| INVISIO | 15 | -0.830000 | 3585.000000 | 22.500000 | 0.630000 | 3562.500000 |
| Vitec Software Group B | 2 | -0.620000 | 1119.000000 | 18.000000 | 1.630000 | 1101.000000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Profoto Holding | 7 | 0.240000 | 596.400000 | 14.400000 | 2.470000 | 581.999999 |
| Sagax B | 4 | -0.620000 | 896.800000 | 13.600000 | 1.540000 | 883.200000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 12.000000 | 1.360000 | 884.000000 |
| BHG Group | 109 | -4.580000 | 1431.170000 | 11.990000 | 0.840000 | 1419.180000 |
| HEXPOL B | 8 | 0.170000 | 966.400000 | 11.200000 | 1.170000 | 955.200000 |
| Platzer Fastigheter Holding B | 12 | -0.370000 | 958.800000 | 9.600000 | 1.010000 | 949.200000 |
| Latour B | 4 | -2.000000 | 863.200000 | 9.200000 | 1.080000 | 854.000000 |
| Hennes & Mauritz B | 6 | -0.440000 | 916.200000 | 6.240000 | 0.690000 | 909.960000 |
| SKF B | 5 | -0.910000 | 982.500000 | 4.500000 | 0.460000 | 978.000000 |
| ASSA ABLOY B | 4 | -1.070000 | 994.800000 | 4.000000 | 0.400000 | 990.800000 |
| Addnode Group B | 7 | -2.120000 | 906.500000 | 3.500000 | 0.390000 | 903.000000 |
| Atrium Ljungberg B | 5 | -0.390000 | 905.000000 | 3.500000 | 0.390000 | 901.500000 |
| Sandvik | 4 | -1.160000 | 848.400000 | 2.800000 | 0.330000 | 845.600000 |
| OX2 | 12 | -3.140000 | 906.000000 | -0.600000 | -0.070000 | 906.600000 |
| Biotage | 1 | -7.160000 | 146.500000 | -1.000000 | -0.680000 | 147.500000 |
| AcadeMedia | 20 | -1.020000 | 974.400000 | -1.200000 | -0.120000 | 975.600000 |
| Alimak Group | 12 | -0.360000 | 1002.000000 | -2.400000 | -0.240000 | 1004.400000 |
| BioGaia B | 8 | -2.090000 | 898.400000 | -4.000000 | -0.440000 | 902.400000 |
| Eastnine | 6 | -1.630000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| EQT | 4 | -2.300000 | 865.200000 | -5.600000 | -0.640000 | 870.800000 |
| Gränges | 10 | 3.520000 | 1030.000000 | -6.000000 | -0.580000 | 1036.000000 |
| Catena | 2 | -0.700000 | 796.400000 | -7.200000 | -0.900000 | 803.600000 |
| JM | 7 | -2.330000 | 939.400000 | -8.400000 | -0.890000 | 947.800000 |
| Byggmax Group | 33 | -2.630000 | 954.360000 | -10.560000 | -1.090000 | 964.920000 |
| Vitrolife | 3 | -2.460000 | 666.000000 | -11.000000 | -1.620000 | 677.000001 |
| Investor B | 3 | -1.490000 | 645.000000 | -13.000000 | -1.980000 | 657.999999 |
| Creaspac SPAC | 40 | -0.730000 | 3800.000000 | -24.000000 | -0.630000 | 3824.000000 |
| Hoist Finance | 36 | -1.620000 | 982.800000 | -25.200000 | -2.500000 | 1008.000000 |
| VEF | 788 | -2.730000 | 1851.800000 | -45.700000 | -2.410000 | 1897.504000 |
| Sedana Medical | 93 | -1.580000 | 2659.800000 | -323.780000 | -10.850000 | 2983.577733 |
| TOTAL | 43450.230000 | -252.360000 | -4.30805% | 43702.591732 |
Updated:¶
'2023-06-19 15:06:33.117608'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
